At M&G Wealth, we give advice that’s:
Clear with no upfront commitment
Judgement free and understanding
From experienced financial experts
As one of the biggest financial advice providers in the UK, we’ve built our reputation by working closely with customers like you to achieve their goals.
That’s why over 94,000 customers have chosen to partner with us, trusting us to be by their side every step of the way.
What advice area would you like to explore?
Retirement planning
There’s a lot to retirement planning, it’s not all just about pensions. Our experts will create a made-to-measure plan you can call your own – one that makes the most of what you’ve got, tax-efficiently.
Accessing your pension
There are different ways you can do this, and some will be better suited to you than others. We’ll recommend an approach that matches your needs.
Combining pensions
If you’ve got a few pensions dotted around, you could bring them together. We’ll advise what this means for you, and whether or not it’s a good idea.
Meet Claire
Claire is one of the 94,000 people that have trusted us to help build a stronger financial future for her and her family. This is Claire's story.
Protection
Protection cover can ease the financial burden on your family in the event of death or serious illness. This will look different for everyone, and we’ll ensure yours is just right.
Inheritance Tax planning
The average Inheritance Tax bill in 2021/22 was £215,000. We’ll help minimise how much you pay, so you don’t leave loved ones with a costly surprise.
Meet Jason
Jason is one of the 94,000 people that have trusted us to help build a stronger financial future for him and his family. This is Jason's story.
Saving and investing
A carefully considered approach could help you achieve your goals, and we’ll ensure your money is working as hard as possible.
Here's what Martin had to say about his financial adviser:
"I'm kept up to date with how the money markets are performing overall and how this could affect my savings and future decisions. My adviser is only a phone call or email away and usually responds very quickly to any queries or advice I need."
Aug 2024
Join over 94,000 clients like Martin who teamed up with us to achieve their financial goals.
We can help you prioritise
A financial adviser can help even if you don't know what you'd like advice in yet. They can help by narrowing down the area(s) you'd want to focus on with your finances. Here's some typical areas our expert financial advisers help clients with:
- Retirement planning, to help you achieve the retirement you want
- Savings and investments, to help you make the most of your money in a tax-efficient way
- Protection, to make sure you and your loved ones have the financial support you need for when the unexpected happens.
Here's what Darren had to say about his financial adviser:
"My adviser was friendly, knowledgeable and made me fully aware of what I could and couldn’t do."
Aug 2024
Join over 94,000 clients like Darren who teamed up with us to achieve their financial goals.
Our focused and controlled approach
Our advice recommendations are from carefully selected products and funds. This is known as restricted advice. It lets us develop an in-depth knowledge of the products we offer, so we can safely and confidently recommend a solution that’s right for you.
How the process works
Find out what happens next and how to get the most from your conversation.
Why advice matters
Take the worry out of the big decisions and help safeguard your financial future.
How much does advice cost?
Find out how much we charge for financial advice, and how it might apply to you.
